Compare · 3 funds side by side · dividends reinvested

SMLL, PSCD and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

SMLL, PSCD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

Harbor Active Small Cap ETF (SMLL)US Stock Styles · Small cap0.80%2.11%+12.5%+11.5%[…][…]−12.1%17.5%$14M2.3

Invesco S&P SmallCap Consumer Discretionary ETFSectors · Consumer0.29%0.98%+12.8%+17.7%+14.8%+2.6%−14.2%23.6%$24M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SMLL 2024 · PSCD 2010 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Active Small Cap ETF (SMLL) · $14M[…]

SMLL

PSCD

Invesco S&P SmallCap Consumer Discretionary ETF · $24M$11,358

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

SMLLMeasurePSCD

+12.5%Year to dateJan 1 → Nov 5+12.8%

+11.5%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $15,127+14.8%

[…]5 years · per year$10,000 became […] · $11,358+2.6%

0.80%Expense ratio$80 · $29 a year on $10k · lower is better0.29%

2.11%Trailing 12-mo yield$211 · $98 a year on $10k0.98%

−12.1%Worst dropSmaller is better−14.2%

17.5%VolatilityLower is calmer23.6%

SMLLPSCD Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMLL vs PSCD: Top 5 Holdings

Today

SMLL

22.5%in top 5

PSCD

in top 516.5%

SMLLStockPSCD

5.7%POOL3.2%

5.5%MORNnot top 5

4.0%PCTYnot top 5

3.8%WTFCnot top 5

3.6%DOCSnot top 5

not top 5LTH3.6%

not top 5VSXY3.4%

not top 5ETSY3.3%

not top 5KMX3.1%

Held in common4.7%

End-of-day Nov 5, 2026 · share of each fund

SMLL vs PSCD Returns, Every Period

HarborSMLL

+11.5%

past year

PSCDInvesco

+17.7%

past year

SMLLPSCDFaded: behind in that period

0–2PSCD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SMLL vs VTV

YTD

HarborSMLL

+12.5%

VTVVanguard

+19.0%

+12.5%Year to date+19.0%

−12.1%Worst drop · 1Y−6.4%

17.5%Volatility · 1Y10.7%

2.1%Yield1.9%

$13.8MAssets$184B

3–1VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMLL, PSCD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

PSCD0.29%$29

SMLL0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SMLL, PSCD, VTV

2.11%highest, SMLL

FundTrailing yieldYield$10k

SMLL2.11%$211

VTV1.86%$186

PSCD0.98%$98

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SMLL$211 − $80 = $131

PSCD$98 − $29 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SMLL, PSCD, VTV

Today

4.7%most shared, SMLL and PSCD

SMLLPSCDVTV

SMLL—4.7%0.1%

PSCD4.7%—0.0%

VTV0.1%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SMLLWorst drop−12.1%17.5% vol

PSCDWorst drop−14.2%23.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SMLLVTV

+12.5%Year to date+19.0%

2.1%Yield1.9%

+11.5%Past year+24.0%

0.80%Fee0.03%

3–1VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026